Genmab — April 2021

[gentogen]

Of clinical relevance for the future in the strategy to fight COVID-19 is the identification of
molecular metabolic pathways generally usurped by the viral pathogen and addressing the evaluation
of the impact of agents that selectively target CD38’s receptorial and catalytic activities to confirm the
potential of CD38 as a novel therapeutic target.

[gentogen]

Monster svær at læse. Dara omtales et enkelt sted, men de peger ikke direkte på dara som en mulighed

[E_L]

well at least HexaCD38 might have an additional purpose if JNJ rejects

[E_L]

i am not even sure it would be a good thing , commercially, if Dara would be a usefull drug for Covid; at what price would that be acceptable? it would be impossible to charge $100,000 for that... so how would that work, charging a few 1,000 for covid drug while charging > 100,000 for the same in cancer?

[E_L]

for morgan stanley ; the funny thing is they actulally went from 2373 to 2532 after the Q4
on 24-2-2021

[StockBull]

Ja det tænker jeg også gdn55. Det har nok set Jespers kurs target og benytter nu en snedig metode til selv at kunne supplere

[JørgenVarnæs]

It’s never been proven - but I have strong suspicion that quite a few analysts have it as their strongest analysis assumption their target can never be to far from the current stock price...

[deleted-user]

@pensionisten https://nbg1.your-objectstorage.com/proinvestor-dev/forum/boards/91872_Kursmaal_Genmab_2021_03_12.pdf Er det denne?

[deleted-user]

Link til selve tråden https://www.proinvestor.com/boards/89730#postdiv91872

[wermuth]

Er det på noget tidspunkt blevet nævnt hvornår der ventes at falde dom i sagen imellem j&j og Genmab ? Havde fået forståelsen da det blev udmeldt i sep 2020 at det ville tage et år tid ish. Har sikker misforstået det,
men ved vi et ca tidspunkt ?

[E_L]

don't be too harsh on them @JV, that is only human... we see similar behaviour here in the chat as well

[Sukkeralf]

TheNote what would you then call a TA signal ????

[Sukkeralf]

[wermuth]

Jamen hvorfor ændret kursmål netop nu hvis det havde noget med voldgiften at gøre. Det har jo været kendt i 7 mdr. der fik vi et meget kortvarigt fald og 4 mdr senere var vi kr oppe. Det gir altså ikk rigtig mening

[wermuth]

500 kr oppe

[deleted-user]

@E L herding - it is a strange thing and so deeply embedded in our nature

[StockBull]

Tror ikke de er så langsomme til at vurdere situationen og er det ikke kun M.S eller er der andre der har recuderet deres target med +10% her på det sidste

[StockBull]

I disse tider hvor det er muligt at kombinere AI og big data til at lave analyser / kurs targets burde der ikke være så stor forskel på analytiker targets som i gamle dage

[Doublo]

Er der alternativet til samarbejdet med J&J hvis det spidser til?

[StockBull]

Ja da, J/J er ikke the one and only